+3,549.0%
LRCX vs FDX
+182.5%
+3,366.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | -3.1% | -3.3% | +0.2% | -1.3% |
| 30D | -8.6% | -4.5% | -4.0% | -6.3% |
| 3M | -17.7% | -7.3% | -10.3% | -14.1% |
| 6M | +36.4% | +7.5% | +28.8% | +30.6% |
| YTD | +74.5% | +35.1% | +39.5% | +47.2% |
| 1Y | +159.4% | +71.4% | +88.0% | +91.2% |
| 3Y | +361.6% | +60.8% | +300.8% | +235.3% |
| 5Y | +425.2% | +65.5% | +359.8% | +260.9% |
| All | +3,549.0% | +182.5% | +3,366.6% | +1,708.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded FDX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling